Category and Group Settings

In this article we explain the purpose of Categories and Groups, and how to customize your Categories and Groups list to meet the requirements of your organization.

Accessing Categories and Groups Settings

You must be a Service Provider Administrator to manage Settings.

Navigate to Tools > Service Provider Manager

Select Categories and Groups from the directory of options on the left side of the screen. If you cannot see this option it is because you have not been granted Service Provider Administrator rights.

What are Categories and Groups

A Category is a name given to describe Service Provider organizations. For example you might create a Category called ‘Facilities and Property Services’.

A Group is a sub-set of the Category. For example "electrical", "plumbing", "cleaning", and "maintenance" could be Groups under the Category called ‘Facilities and Property Services’.

Categories and Groups are not mandatory however by using them you can easily organise your Service Providers, making it easier to create a report using filters, and/or setup notifications or triggers based on a category or a group. For example:

Run a report to show the total number of hours' members of any Service Provider organization in the ‘Facilities and Property Services’ Category have spent on-site over the last 12 months across one, some, or all of your locations.

Using the Triggers function you could create an email or sms alert when total hours spent on-site by members of the ‘electrical services’ group, in a specific period, reaches 'x' hours. If you have a budget this can be useful.

What is the Default Category and Groups List?

All accounts come with our default Categories and Groups list to get you started.

You can edit, rename, and delete any Category or group within a Category.

You can also create your own Categories and Groups within those Categories.

F.A.Q

Question: Can an Organization belong to more than one Category?

Answer: Yes. Service Provider organizations can belong to one or more categories.

Question: Can an Organization belong to more than one Group?

Answer: Yes. Service Provider organizations can belong to one or more groups.

Editing Categories and Groups

Select the green View button alongside the Category name you wish to edit

Edit the Category Name and select Save

Editing Groups linked to a Category

Select the green View button alongside the Category where the Groups exist